Good initiative. My holdings are (in descending order); Page 12%,Repco 11%, Gruh 6%, HDFC Bank 6%, Asian Paints 6%, Granules, 5%,TVS motor 5% PI...
Hi ..I have loads of Gruh, Repco and Ujjivan. In last few days all these stocks have got a beating leaving one wondering whats the future of these...
Hello Friends! Finally between friday and today scooped some Ujjivan Financial. I feel its a good stock, espp with sound management (samit ghosh)...
Hi Srouta, BFSI is about 30% of my portfolio - the breakup i have given is within the amount invested in BFSI. I do have good amount in Auto,...
Hello Everyone! Out of total portfolio, good amount is invested in BFSI stock, with the breakup as given below : Axis 7% Gruh 16% HDFC Bank 17%...
Investors face a “cataclysmic year” where stock markets could fall by up to 20% and oil could slump to $16 a barrel, economists at the Royal Bank...
Wow....8k Miles is already a 5 bagger in one year - lets see what they do in Q3 !
https://www.moneycontrol.com/news/recommendations/buy-saksoft-targetrs-165-firstcall-research_1402445.html...
Hi ...I've been tracking Saksoft from about 200 levels - in past few weeks it has shown tremendous strength. Infact in today's weak market also...
Thanks everyone. I am planning to add Ricoh, Force Motors, Tata Elxi, and Aurbindo Pharma. Any thoughts? Also, I have almost a 5 bagger in 8k...
Hello ! This is my current holding. Pl advice PAGIND 17% @ 7500 - Not much movement since a year REPHOM 16% @ 500 - Not much movement since a...
Thanks but what about Arvind Remedies?
Hi, For past quite sometime Arvind remedies and Kaveri seeds are in downward spiral...infact Arvind is now at all time low. What's ailing them....
Ofcourse Carl ! I only adhered to the advice that i need to reduce the number of holdings - thereby, i reduced the stocks which I had either in...
Hello Everyone! Basis your advice, I have reshuffled my portfolio and cut down few stocks. Have exited from : ITC ICICI Axis HDFC CUMIND KAVSEE...
Oh yes I do have conviction and that's why invested aggressively in these stocks. If you see all of the have either niche offerings or leadership...
You can look at Textiles - Welspun, Page, Kitex are some good stocks. Another is Construction/Building Material/Real Estate. Real estate is beaten...
Thanks @jarmoney ! Nothing on Textiles? I am very bullish on Page and Kitex. Nandan is more of a speculation. So is IDFC - intially i was planning...
Dear Dinesh, Rama, Thanks for your valuable inputs. While I understand and agree that the portfolio is just too big, I face the dilemma of...
Hello everyone! While I've been active in stock market for a while, only recently I started investing seriously. Read a couple of books (Peter...
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